Cash and Check Deposits

You can reconcile your bank statements more easily IF you group your cash & check payments into deposits the same way the bank groups them together. When you enter Sales Receipts or Receive Payments on Invoices, be sure to enter the correct Payment Date and whether it was paid by C(ash) or Ch(eck). Some QuickBooks users don’t realize when they …

Credit Card Reports

You can reconcile your bank statements more easily IF you group your credit card payments into deposits the same way the bank groups them together. When you enter Sales Receipts or Receive Payments on Invoices, be sure to enter the correct Payment Date and Payment Method.  You need the correct date and payment method to make it EASY to group …

Business Bookkeeping: 3 Steps to Success

Why track YOUR finances?  What are YOUR Reasons and Goals?  I want to know my bank balance, how much money I have in the bank.  I want to pay my bills on time, not late or missed.  I want to simplify and save time preparing my tax returns. I want to make a budget and follow it.  I want…What do …